Philanthropy Systems Analyst

Yale New Haven Health; Hamden (CT); On-site; USD 70,000 - 95,000; Full time

Job summary

Yale New Haven Health seeks a Philanthropy Systems Specialist to manage reporting, analytics, and major gift strategy, with responsibility for Raiser's Edge and related fundraising software. The role supports training, data integrity, and liaison with technology support to enable informed fundraising decisions.

You will prepare board presentations, conduct funding analyses, generate targeted constituent lists, and oversee system workflows, queries, and data quality across Campaigns, Funds, and

Qualifications

• Bachelor's degree required.
• 3–5 years of experience in a similar position.
• Professional experience in a development setting.
• Strong written and verbal communication skills.
• In-depth knowledge of Raiser's Edge, Research Point, WealthPoint OnTime and other fundraising software.
• Proficiency with Microsoft Office and analytical reporting.

Responsibilities

• Generate constituent lists for mailings and solicitations.
• Maintain fundraising analytics and reporting.
• Support in portfolio management and moves management.
• Act as primary liaison for software products and data requests.
• Enter and manage data for events and fundraising campaigns.

Skills

Development experience

Written communication

Oral communication

Raiser's Edge knowledge

ResearchPoint knowledge

WealthPoint OnTime knowledge

MS Office

Analytical reporting

Education

Bachelor's degree

Tools

Raiser's Edge

ResearchPoint

WealthPoint OnTime

MS Office

Job description

Overview

To be part of our organization, every employee should understand and share in the YNHHS Vision, support our Mission, and live our Values. These values - integrity, patient-centered, respect, accountability, and compassion - must guide what we do, as individuals and professionals, every day.

The Philanthropy Systems Specialist is responsible for reporting and analytics, support to the Major Gift team on prospect research and strategy, fundraising systems management and overall department support related to software training and operational leadership and support as it relates to Raisers Edge, hardware support, complex list pulls for funding analysis, events, travel plans and major gift strategy, software product research and evaluation and serving as a liaison to YNHHS technology support. In addition, special projects are conducted in collaboration with the Vice President for the Foundation including preparation for Board and other presentations, analysis of new initiatives like a planned giving societies, etc.

EEO/AA/Disability/Veteran

Responsibilities

• Reporting and Analytics
  • Generate constituent lists for mail/e-mail solicitations and informational mailings.
  • Unrestricted Focused 80+/Yr
  • Major Giving Focused, 10-12/Yr -Event Focused - 20+/Yr
  • Communcations Focused - 20+/Yr
  • Fundraising Analytics
    • Design, create, execute and maintain analytical reports as required.
    • Generate reports for Annual Fund, Campaign, Trustee, Monthly and Situational analysis.
    • Generate reports for YNHHS requirements as needed. Generate Annual Report Lists.
  • EPIC reporting
• Major Gift Support
  • Assist in portfolio management and updates.
  • Implement and maintain prospect moves management system.
  • Creation of synopsis profiles for prospect logistics/approach at all GH events.
  • New prospect research and prospect updating (New profiles - 200/Yr --- Updated profiles - 50/Yr)
  • Continuing education in research methods and resources.
• Fundraising Systems Management
  • Maintain integrity of the Foundation's fundraising database (The Raiser's Edge). -Maintenance of campaigns, funds, appeals, addresses, actions, attributes, queries and leadership gifts. -Query maintenance, constituent deduplication and data integrity analysis.
  • Maintain ResearchPoint (foundation research profile database). -Ensure integrity of data between RE and RP, dedupe constituents and informational reporting.
  • Support of RE/NXT and NXT Analyze reporting.
  • Maintain proactive pulse on new Blackbaud products and features.
• System and Vendor Liaison
  • Primary POC for contract and technical support with Blackbaud.
  • Primary POC for YNHHS data requests
  • Primary POC or Data contact with outside vendors (mail houses, etc.)
• Department Support
  • 1-on-1 training/support on software and/or new processes.
  • Hardware support within YNHHS limitations.
  • Liaison with YNHHS tech support (limited).
  • New fundraising software product research and evaluation.
  • Entry of all GIK for events and entry of new GIK constituents when required.

Qualifications

EDUCATION:

• Bachelor's Degree required.

EXPERIENCE:

• Three (3) to five (5) years experience or equivalent in a similar position.

SPECIAL SKILLS:

• Professional experience in a Development setting
• Written and verbal communications skills a plus
• Must be a self- starter
• Must have in-depth knowledge of The Raiser 's Edge, Research Point, WealthPoint OnTime as well as other database and research software
• Knowledge of Microsoft Office software required
• Understanding of analytical reporting as it relates to fundraising